Security, identity and integration in the Service ERP.
Manage user access, permissions, system integrations and audit records from one connected system. Control who can access information, what actions they can perform and how external applications interact with Nucleus, helping your business maintain secure operations, protect important data and keep track of changes across the system.
Why this domain exists
As your business grows, more people, departments and external systems need access to information. Managing that access effectively is essential for protecting sensitive data and ensuring employees can carry out their responsibilities.
Not everyone needs access to the same information. A field technician may need to view service jobs and equipment records, while a finance employee requires access to invoices, payments and financial reporting. Customers and business partners should only be able to access information relevant to their own accounts.
When user permissions and integrations are managed separately, maintaining control becomes more difficult. Your team may struggle to understand who has access to particular information, which systems can update records or who made a specific change.
Nucleus brings user management, permissions, integrations and audit information together. This helps your business manage access according to individual responsibilities while maintaining visibility into how information is used and updated.
It also supports connections with external applications, allowing information to move between systems without unnecessarily duplicating records or disrupting existing business processes.
Important functionality
MP22 brings together the tools needed to manage system access, connect external applications and maintain visibility into important activity across Nucleus.
- Users and rolesCreate and manage user accounts, roles and permissions, helping ensure employees, customers and partners have access to the information and functionality appropriate to their responsibilities.
- APIsConnect Nucleus with external applications and services through application programming interfaces (APIs), supporting the exchange of information between systems while keeping records connected.
- AuditMaintain records of relevant system activity and changes, helping your team review who performed particular actions and when information was updated.
- Device security postureMaintain visibility into security-related information associated with connected devices, supporting the management and oversight of your equipment environment.
A week in the life of access
A new field service technician starts work. Your administrator creates their user account and assigns the appropriate permissions, giving them access to the service information and functionality needed for their role.
A device monitoring application sends a meter reading to Nucleus through an API. The information is associated with the relevant equipment record, keeping meter data connected to the correct device.
A customer logs into their online portal to review equipment and service information. Their access permissions determine which account records and details they can view.
Your team needs to establish when a contract record was changed and who made the update. The relevant audit information can help them investigate the activity and understand what happened.
What has to be true on the same record
Your user accounts, roles, permissions, system integrations and audit information need to work consistently across every area of Nucleus.
With Nucleus, security and identity management are connected to the same business records used throughout the system. This helps your team manage access, maintain visibility into important changes and support integrations without creating unnecessary gaps between your applications and operational information.
Works with
Connect employee and technician records to user accounts and permissions, helping ensure team members have access to the tools and information needed for their responsibilities.
Manage customer and partner access to online portals, helping ensure users can view and interact with information relevant to their accounts.
Support integrations with connected devices and monitoring applications, allowing meter readings and related information to be associated with the correct equipment records.
Support connections with external accounting systems where required, helping financial information move between applications while maintaining links to the relevant business records.
From the business
"The team at CO3 have become part of our business. The system ticks all the boxes for us, and we are able to run and monitor our business in a professional and efficient way. We have received phenomenal support over the years."
Kevin Hasselbach, CEO — Leaf Technologies
Frequently asked questions
How does Nucleus control who can see what?
User accounts, roles and permissions give employees, customers and partners access only to the information and functions their role needs.
Does Nucleus have an API?
Yes. Nucleus connects with external applications and services through APIs, for example to receive meter readings from device monitoring tools or exchange data with accounting systems.
Does Nucleus keep an audit trail?
Yes. Nucleus records relevant system activity and changes, so your team can see who performed an action and when information was updated.